Jfs Wealth Advisors, LLC Purchases in Q3 2024

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18K
+ 20.05%
$405.19 - $478.57 $7.28M - $8.6M
108K $49.5M
VIG
Vanguard Dividend Appreciation

ETFs
61.7K
+ 1220.42%
$182.15 - $182.15 $11.2M - $11.2M
66.7K $12.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
158K
+ 24.65%
$49.93 - $51.15 $7.87M - $8.06M
797K $40.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
52.2K
+ 1.74%
$31.05 - $34.29 $1.62M - $1.79M
3.06M $105M
VEA
Vanguard Ftse Developed Market

ETFs
98K
+ 27.57%
$47.6 - $53.31 $4.67M - $5.23M
454K $24M
AAPL
Apple Inc.

Technology
12.6K
+ 9.92%
$207.23 - $234.82 $2.62M - $2.97M
140K $32.6M
VTI
Vanguard Total Stock Market Et

ETFs
18.4K
+ 58.61%
$255.18 - $283.2 $4.71M - $5.22M
49.9K $14.1M
IVV
Ishares Core S&P 500 ETF

ETFs
6.44K
+ 10.17%
$520.18 - $576.82 $3.35M - $3.72M
69.8K $40.3M
VXF
Vanguard Extended Market ETF

ETFs
25.7K
+ 1507.98%
$163.98 - $182.92 $4.22M - $4.7M
27.4K $4.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.13K
+ 290.59%
$475.2 - $527.7 $3.86M - $4.29M
10.9K $5.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.7K
+ 3.37%
$105.53 - $118.34 $1.02M - $1.15M
298K $34.8M
MSFT
Microsoft Corp

Technology
9.93K
+ 93.86%
$395.15 - $467.56 $3.92M - $4.64M
20.5K $8.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.6K
+ 2.62%
$57.32 - $62.65 $1.01M - $1.1M
689K $42.9M
IEMG
Ishares Inc

ETFs
65.5K
+ 29.98%
$53.64 - $53.64 $3.52M - $3.52M
284K $15.2M
DFAI
Dimensional ETF Tr

ETFs
42.1K
+ 4.37%
$28.69 - $32.06 $1.21M - $1.35M
1.01M $32M
VBR
Vanguard Small Cap Value ETF

ETFs
16.4K
+ 4108.77%
$179.99 - $201.6 $2.95M - $3.31M
16.8K $3.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49.1K
+ 1028.5%
$58.03 - $65.37 $2.85M - $3.21M
53.9K $3.49M
IEFA
Ishares Tr

ETFs
20.5K
+ 7.16%
$70.09 - $78.74 $1.44M - $1.61M
307K $23.9M
VB
Vanguard Small Cap ETF

ETFs
10.4K
+ 1949.07%
$214.77 - $237.72 $2.24M - $2.48M
11K $2.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34.8K
+ 17.94%
$41.9 - $48.26 $1.46M - $1.68M
229K $10.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
358
+ 0.06%
$96.25 - $101.98 $34.5K - $36.5K
565K $57.2M
GOOGL
Alphabet Inc.

Communication Services
14.8K
+ 93.67%
$148.65 - $191.18 $2.2M - $2.83M
30.6K $5.08M
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 63.77%
$160.76 - $177.82 $1.83M - $2.02M
29.2K $5.06M
JNJ
Johnson & Johnson

Healthcare
10.2K
+ 49.66%
$145.48 - $167.38 $1.48M - $1.7M
30.6K $4.96M
WMT
Walmart Inc.

Consumer Defensive
21.2K
+ 154.75%
$66.91 - $81.4 $1.42M - $1.73M
35K $2.82M
VONE
Vanguard Russell 1000 ETF

ETFs
6.97K
+ 428.27%
$234.0 - $260.07 $1.63M - $1.81M
8.6K $2.24M
ABBV
Abb Vie Inc.

Healthcare
8.66K
+ 569.43%
$163.84 - $199.33 $1.42M - $1.73M
10.2K $2.01M
DFAE
Dimensional ETF Tr

ETFs
26.8K
+ 4.1%
$24.46 - $27.82 $656K - $747K
682K $18.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.7K
+ 5.92%
$71.45 - $75.64 $981K - $1.04M
245K $18.4M
UNH
Unitedhealth Group Inc

Healthcare
2.83K
+ 424.59%
$488.01 - $604.18 $1.38M - $1.71M
3.5K $2.05M
SCHW
Schwab Charles Corp

Financial Services
24.6K
+ 6286.48%
$61.74 - $76.08 $1.52M - $1.87M
25K $1.62M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.5K
+ 32.77%
$38.04 - $45.36 $933K - $1.11M
99.3K $4.44M
VO
Vanguard Mid Cap ETF

ETFs
5.79K
+ 386.97%
$237.84 - $263.83 $1.38M - $1.53M
7.29K $1.92M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.4K
+ 39102.13%
$76.94 - $79.54 $1.41M - $1.46M
18.4K $1.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.32K
+ 242.64%
$156.14 - $187.2 $1.14M - $1.37M
10.3K $1.91M
DFAU
Dimensional ETF Tr

ETFs
18K
+ 5.6%
$35.8 - $39.69 $645K - $715K
340K $13.5M
IQI
Invesco Quality Municipal Income Trust

Financial Services
135K
+ 1618.13%
$9.86 - $10.44 $1.34M - $1.41M
144K $1.5M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
118K
+ 2848.69%
$11.31 - $11.96 $1.34M - $1.41M
122K $1.46M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
114K
+ 2797.16%
$11.72 - $12.38 $1.34M - $1.41M
118K $1.46M
GOOG
Alphabet Inc.

Communication Services
9.95K
+ 64.42%
$149.54 - $192.66 $1.49M - $1.92M
25.4K $4.25M
VMO
Invesco Municipal Opportunity Trust

Financial Services
137K
+ 1629.21%
$9.87 - $10.38 $1.35M - $1.42M
145K $1.49M
VKQ
Invesco Municipal Trust

Financial Services
136K
+ 1624.13%
$9.81 - $10.44 $1.33M - $1.42M
144K $1.48M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
129K
+ 1598.57%
$10.21 - $10.93 $1.31M - $1.41M
137K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
1.45K
+ 86.78%
$801.83 - $917.05 $1.16M - $1.33M
3.12K $2.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.06K
+ 1.21%
$332.02 - $382.76 $351K - $404K
88K $33M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 7.55%
$517.38 - $573.86 $713K - $791K
19.6K $11.3M
PAVE
Global X Fds Us Infrastructure

ETFs
32.3K
New
$36.39 - $41.16 $1.17M - $1.33M
32.3K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
7.44K
+ 47.8%
$161.02 - $200.0 $1.2M - $1.49M
23K $4.29M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.62K
+ 4.52%
$84.77 - $97.13 $646K - $740K
176K $16.9M
Activity Summary
Buys All Purchases 1209 New Holdings 57 Increased Positions 1152 Sells All Sells 379 Reductions 379 Sold out 0 Options Calls 0 Puts 0
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